Wealthmasters Financial Management Ltd Logo
Telephone:  020 3841 6881
Email: clientcare@wealthmasters.co.uk
Atlantic House, Charnwood Park, Waterton, Bridgend CF31 3PL

Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?
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Pensions

When do you want to retire and how much income will you need?
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Investments

Are you making the best use of any spare capital or surplus income?
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General

This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events.

The Financial Conduct Authority does not regulate taxation and trust advice.


Capital Gains Tax (CGT)

Capital Gains Tax (CGT)

This document contains a short explanation of Capital Gains Tax, the allowances available in the 2019/20 tax year, and how you can use it in your year end tax planning.

Inheritance Tax

Inheritance Tax

A short explanation of Inheritance Tax and how to plan for it in your tax planning.

Indices
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Euro
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 28/03/2020 at 07:02 PM